The password reset email currently instructs users to "reach out to the team" if they did not initiate the reset request. However, there is no meaningful action customer-facing teams can take in these cases beyond informing the client that anyone ...
As of right now we are only given the option to verify through text message. There should be another option like email. People may lose their phone, or it could be damage or disconnected. There needs to be another option for verification.
Add the Deposit Report # to the POS Expected Deposit Dates report & to the Bank Account Activity report.
We need ro reconcile transactions hitting our bank account agains Procare/TE Deposit Reports. When a trabsaction hitting our bank account is the result of adding/subtracting multiple Deposit Reports, then we have a very hard time to reconcile. Hav...
I am trying to reconcile our bank statement with Procare deposits. I am able to run the deposits report to csv, but not the TE reports. This would be very helpful to do additional reconciliation, analysis, and many other things.